Raymond James welcomes $200 million advisor team in Jacksonville, Florida

ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors Chuck Rebhan, CRC®, APMA®; Kevin D. Maher, CFP®, APMA®; Edward Lombard, CRPC®; and Gregory Lowder in Jacksonville, Florida, to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast regional director for RJFS.

Rebhan, Maher, Lombard and Lowder join Raymond James from Ameriprise Financial Services, Inc., where they previously managed approximately $200 million in client assets. They join the Agility Wealth Management team in the Jacksonville Town Center office, which is managed by Paul Wood.

“We were looking for a firm that offers an independent open architecture with a client focused approach, and we found that in Raymond James,” said Rebhan, Agility Wealth Management Managing Partner. “The abundance of resources offered, from the in-house marketing to the research and investment solutions available, was very appealing to us. Having the freedom and support to own our own business with being able to focus on the main thing—our clients – has been a breath of fresh air.”

Rebhan has been in the financial services industry for over 22 years. He began his career as a personal investment officer at BBVA Compass in 1999, before moving his practice to Ameriprise in 2012. Rebhan is a graduate from Florida State University, where he earned a B.S. in business. He has earned the Accredited Portfolio Management AdvisorSM and Certified Retirement Counselor® designations. 

Maher has more than 20 years of experience in the financial services industry, beginning his career at Morgan Stanley. He has built his practice through the years at Merrill Lynch, BBVA Compass Investments and Ameriprise. Maher is a graduate from the University of Florida, having earned a B.S. in business administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Portfolio Management AdvisorSM.

Lombard has more than 22 years of industry experience, beginning his career at UBS before serving clients as a financial advisor at Wells Fargo Advisors and Ameriprise. He is a graduate of Flagler College, where he earned a B.A. in business, and is a Chartered Retirement Planning CounselorSM.

Lowder has been in the financial services industry for over 27 years. He began his financial services career in 1993 at Prudential Securities. His background also includes roles at First Union Brokerage, UBS and Bank of America. Lowder is a graduate of Florida State University, where he earned a B.S. in criminology.

“I am pleased to welcome Chuck, Kevin, Edward and Greg to the Agility team,” said Branch Manager Paul Wood. “Combined, they have almost a century of financial industry experience and I am proud that our culture, resources and advanced technology continue to attract high-quality advisors like them. I look forward to them growing their practice in the independent channel.” 

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.06 trillion.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Agility Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.